Filed: 5/15/2026ACC: 0001213900-26-057292
📋 What this filing means
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. filed this quarterly 13F‑HR report disclosing 15 equity positions with a total reported market value of $713.73M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$713.73M
Total AUM (reported)
30.63M
Total Shares
Allocation by class
ORD SHS CL A$258.94M36.3%
COM$196.66M27.6%
CL A$188.92M26.5%
CLASS A COM$26.87M3.8%
CAP STK CL A$14.58M2.0%
SPONSORED ADS$14.28M2.0%
COM CL A$12.70M1.8%
Portfolio Concentration
Top 3$492.36M69.0%
4–10$176.31M24.7%
11–25$45.05M6.3%
Top 3 weight
69.0%
Top 10 weight
93.7%
Voting Authority Distribution
Total shares with voting rights: 30.63M
Sole
Full voting authority
30.63M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole15
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings15
Rows:
NU HLDGS LTD
SOLEShares18.02M
TypeSH
Market value$258.94M
36.28%
Sole
18.02M
Shared
0.00
None
0.00
XP INC
SOLEShares9.43M
TypeSH
Market value$179.52M
25.15%
Sole
9.43M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares31.17K
TypeSH
Market value$53.90M
7.55%
Sole
31.17K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares228.15K
TypeSH
Market value$47.52M
6.66%
Sole
228.15K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares120.56K
TypeSH
Market value$44.63M
6.25%
Sole
120.56K
Shared
0.00
None
0.00
DLOCAL LTD
SOLEShares2.07M
TypeSH
Market value$26.87M
3.76%
Sole
2.07M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares85.28K
TypeSH
Market value$14.87M
2.08%
Sole
85.28K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares50.72K
TypeSH
Market value$14.58M
2.04%
Sole
50.72K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares42.26K
TypeSH
Market value$14.28M
2.00%
Sole
42.26K
Shared
0.00
None
0.00
APPLE INC
SOLEShares53.44K
TypeSH
Market value$13.56M
1.90%
Sole
53.44K
Shared
0.00
None
0.00
AIRBNB INC
SOLEShares100.56K
TypeSH
Market value$12.70M
1.78%
Sole
100.56K
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares128.33K
TypeSH
Market value$12.34M
1.73%
Sole
128.33K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares58.42K
TypeSH
Market value$9.84M
1.38%
Sole
58.42K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares16.44K
TypeSH
Market value$9.40M
1.32%
Sole
16.44K
Shared
0.00
None
0.00
VTEX
SOLEShares193.17K
TypeSH
Market value$772.7K
0.11%
Sole
193.17K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NU HLDGS LTDSOLE | ORD SHS CL A | 18.02M | SH | $258.94M 36.28% | 18.02M | 0.00 | 0.00 |
XP INCSOLE | CL A | 9.43M | SH | $179.52M 25.15% | 9.43M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 31.17K | SH | $53.90M 7.55% | 31.17K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 228.15K | SH | $47.52M 6.66% | 228.15K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 120.56K | SH | $44.63M 6.25% | 120.56K | 0.00 | 0.00 |
DLOCAL LTDSOLE | CLASS A COM | 2.07M | SH | $26.87M 3.76% | 2.07M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 85.28K | SH | $14.87M 2.08% | 85.28K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 50.72K | SH | $14.58M 2.04% | 50.72K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 42.26K | SH | $14.28M 2.00% | 42.26K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 53.44K | SH | $13.56M 1.90% | 53.44K | 0.00 | 0.00 |
AIRBNB INCSOLE | COM CL A | 100.56K | SH | $12.70M 1.78% | 100.56K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 128.33K | SH | $12.34M 1.73% | 128.33K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 58.42K | SH | $9.84M 1.38% | 58.42K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 16.44K | SH | $9.40M 1.32% | 16.44K | 0.00 | 0.00 |
VTEXSOLE | SHS CL A | 193.17K | SH | $772.7K 0.11% | 193.17K | 0.00 | 0.00 |